Li Lu - Himalaya Capital Management Portfolio Stock Holdings
Himalaya Capital Management disclosed 14 stock positions valued at approximately $3.2 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, ALPHABET INC, and PDD HOLDINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $3.2B
Holdings by Sector
Himalaya Capital Management Portfolio Holdings in Q1 2026
106 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 20.37% | 2,652,852 | +61,545 | +2.38% | $762,854,121 |
| ALPHABET INC | GOOG | Communication Services | 18.80% | 2,454,787 | -92,116 | -3.62% | $704,180,199 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 12.57% | 4,608,000 | - | - | $470,845,440 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 12.40% | 969,377 | -718 | -0.07% | $464,525,459 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 7.91% | 2,776,351 | - | - | $296,403,233 |
| BK OF AMERICA CORP | BAC | Financial Services | 4.46% | 3,425,677 | -7,557,524 | -68.81% | $167,001,736 |
| OCCIDENTAL PETE CORP | OXY | Energy | 2.55% | 1,466,500 | - | - | $95,322,500 |
| CROCS INC | CROX | Consumer Cyclical | 1.97% | 887,093 | +258,934 | +41.22% | $73,646,461 |
| TENCENT MUSIC ENTMT GROUP | TME | Communication Services | 1.63% | 6,590,836 | +6,590,836 | +100.00% | $61,162,958 |
| APPLE INC | AAPL | Technology | 1.54% | 227,625 | -1,755 | -0.77% | $57,768,975 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.38% | 121,463 | +121,463 | +100.00% | $51,663,072 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 1.38% | 1,626,906 | +1,626,906 | +100.00% | $51,637,996 |
| MOODYS CORP | MCO | Financial Services | 1.37% | 117,784 | +117,784 | +100.00% | $51,383,270 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 69,843 | +3,046 | +4.56% | $25,853,725 |
| EXXON MOBIL CORP | XOM | Energy | 0.58% | 128,591 | -1,070 | -0.83% | $21,816,759 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.54% | 101,419 | -866 | -0.85% | $20,105,324 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.50% | 379,512 | +43,646 | +13.00% | $18,770,664 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.47% | 137,768 | -2,780 | -1.98% | $17,535,068 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.44% | 448,326 | +776 | +0.17% | $16,480,464 |
| BURKE HERBERT FINL SVCS CORP | BHRB | Financial Services | 0.43% | 258,080 | - | - | $16,075,803 |
| MARKEL GROUP INC | MKL | Financial Services | 0.42% | 8,150 | -72 | -0.88% | $15,599,671 |
| BERKLEY W R CORP | WRB | Financial Services | 0.41% | 232,906 | -2,072 | -0.88% | $15,437,010 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.41% | 74,007 | +9,095 | +14.01% | $15,413,455 |
| HUBBELL INC | HUBB | Industrials | 0.40% | 30,794 | -447 | -1.43% | $15,111,848 |
| WATERS CORP | WAT | Healthcare | 0.37% | 46,974 | -716 | -1.50% | $13,988,857 |
| VERISIGN INC | VRSN | Technology | 0.37% | 55,869 | -1,282 | -2.24% | $13,875,625 |
| VALERO ENERGY CORP | VLO | Energy | 0.36% | 55,019 | -898 | -1.61% | $13,594,122 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.36% | 296,675 | -26,957 | -8.33% | $13,385,976 |
| ZOETIS INC | ZTS | Healthcare | 0.35% | 111,834 | +36,904 | +49.25% | $13,219,897 |
| BROADCOM INC | AVGO | Technology | 0.35% | 42,704 | +42,704 | +100.00% | $13,217,315 |
| ADOBE INC | ADBE | Technology | 0.35% | 53,893 | +10,500 | +24.20% | $13,100,310 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.35% | 70,984 | -1,040 | -1.44% | $12,949,611 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.28% | 52,130 | +430 | +0.83% | $10,336,858 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.27% | 264,019 | +16,558 | +6.69% | $10,286,180 |
| MSCI INC | MSCI | Financial Services | 0.27% | 18,939 | +18,939 | +100.00% | $10,208,310 |
| WELLS FARGO & CO | WFC | Financial Services | 0.20% | 92,364 | -2,065 | -2.19% | $7,353,098 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.19% | 194,428 | -5,513 | -2.76% | $7,145,229 |
| DOUBLELINE ETF TRUST | DCRE | Other | 0.18% | 127,826 | +19,481 | +17.98% | $6,641,839 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.18% | 168,710 | +35,193 | +26.36% | $6,556,071 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.16% | 123,573 | +26,720 | +27.59% | $6,172,481 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.16% | 240,649 | +71,335 | +42.13% | $5,840,552 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.10% | 50,770 | +26,273 | +107.25% | $3,659,502 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 17,036 | -7 | -0.04% | $3,524,748 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.09% | 98,278 | +9,480 | +10.68% | $3,327,693 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.09% | 103,001 | +3,298 | +3.31% | $3,318,692 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.09% | 97,639 | +41,408 | +73.64% | $3,316,797 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.08% | 121,279 | +34,221 | +39.31% | $3,021,060 |
| WORLD GOLD TR | GLDM | Other | 0.06% | 25,437 | - | - | $2,357,756 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.06% | 36,531 | +1,986 | +5.75% | $2,281,361 |
| ISHARES GOLD TR | IAU | Other | 0.05% | 23,132 | - | - | $2,039,317 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.05% | 45,887 | +151 | +0.33% | $1,945,609 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.05% | 68,214 | +7,050 | +11.53% | $1,815,175 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 6,979 | - | - | $1,705,935 |
| BOEING CO | BA | Industrials | 0.04% | 7,599 | - | - | $1,512,429 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.04% | 2,199 | -630 | -22.27% | $1,430,098 |
| CORNING INC | GLW | Technology | 0.04% | 10,426 | - | - | $1,417,623 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.04% | 9,468 | -467 | -4.70% | $1,367,558 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.04% | 4,563 | -300 | -6.17% | $1,342,153 |
| ISHARES TR | EWU | Other | 0.03% | 27,187 | - | - | $1,238,640 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.03% | 1,224 | -2 | -0.16% | $1,219,630 |
| UNION PAC CORP | UNP | Industrials | 0.03% | 4,674 | +22 | +0.47% | $1,134,006 |
| ISHARES TR | IJT | Other | 0.03% | 7,465 | - | - | $1,080,260 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.02% | 3,777 | -4 | -0.11% | $915,507 |
| VISA INC | V | Financial Services | 0.02% | 3,018 | +9 | +0.30% | $912,096 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.02% | 28,246 | +3,814 | +15.61% | $750,779 |
| COCA COLA CO | KO | Consumer Defensive | 0.02% | 9,358 | - | - | $711,676 |
| CATERPILLAR INC | CAT | Industrials | 0.02% | 932 | -53 | -5.38% | $660,285 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.02% | 14,570 | - | - | $598,681 |
| VEEVA SYS INC | VEEV | Healthcare | 0.01% | 3,121 | -4 | -0.13% | $548,235 |
| PFIZER INC | PFE | Healthcare | 0.01% | 18,923 | -1,851 | -8.91% | $531,367 |
| VANECK ETF TRUST | GDX | Other | 0.01% | 5,416 | - | - | $497,026 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.01% | 1,357 | - | - | $487,000 |
| AMGEN INC | AMGN | Healthcare | 0.01% | 1,369 | - | - | $481,627 |
| PEPSICO INC | PEP | Consumer Defensive | 0.01% | 2,892 | -15 | -0.52% | $449,099 |
| ISHARES TR | FLOT | Other | 0.01% | 8,771 | - | - | $446,882 |
| ELI LILLY & CO | LLY | Healthcare | 0.01% | 475 | -1 | -0.21% | $436,891 |
| DISNEY WALT CO | DIS | Communication Services | 0.01% | 4,339 | -10 | -0.23% | $418,226 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.01% | 1,314 | +18 | +1.39% | $408,386 |
| NVIDIA CORPORATION | NVDA | Technology | 0.01% | 2,234 | +6 | +0.27% | $389,610 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.01% | 4,167 | -155,620 | -97.39% | $373,329 |
| VANGUARD INDEX FDS | VOO | Other | 0.01% | 597 | -668 | -52.81% | $356,737 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.01% | 1,999 | +1 | +0.05% | $346,727 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.01% | 4,537 | +38 | +0.84% | $334,740 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.01% | 13,966 | +3,998 | +40.11% | $330,296 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.01% | 6,398 | +1,957 | +44.07% | $326,170 |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 0.01% | 3,689 | - | - | $316,000 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.01% | 951 | -125 | -11.62% | $312,872 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 0.01% | 6,612 | - | - | $299,788 |
| ISHARES TR | IWB | Other | 0.01% | 806 | - | - | $287,387 |
| MERCK & CO INC | MRK | Healthcare | 0.01% | 2,335 | +31 | +1.35% | $280,877 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.01% | 2,965 | +10 | +0.34% | $273,699 |
| LISTED FDS TR | INFL | Other | 0.01% | 5,000 | +5,000 | +100.00% | $260,300 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.01% | 10,451 | - | - | $258,665 |
| PHILLIPS 66 | PSX | Energy | 0.01% | 1,407 | +1,407 | +100.00% | $256,327 |
| META PLATFORMS INC | META | Communication Services | 0.01% | 438 | -9 | -2.01% | $250,603 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.01% | 1,107 | +20 | +1.84% | $242,455 |
| BLACKSTONE INC | BX | Financial Services | 0.01% | 2,107 | -1 | -0.05% | $242,284 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.01% | 691 | - | - | $233,523 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.01% | 4,700 | - | - | $229,971 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.01% | 1,889 | -25 | -1.31% | $224,092 |